CRM consultancy services
At Constructiv Digital, we leverage 10+ years of construction industry CRM experience to deliver tailored solutions that align with your business processes, strengthen your sales pipeline, and give you clear visibility over your digital return on investment.
Our clients
Why Constructiv Digital?
Your construction business deserves a CRM solution that actually delivers results. We implement and manage tailored CRM systems designed to streamline your sales process, improve client relationships, and give you clear visibility over every lead and opportunity.
- Trusted by 1,500+ construction businesses to improve their sales and marketing operations across Australia
- CRM solutions engineered to convert leads into clients – not just manage contacts
- Proven to perform at
5x the industry average, keeping you ahead of competitors and winning more work
What is CRM for construction?
A CRM, or customer relationship management system, is a centralised platform that allows construction businesses to track, manage and nurture every prospect, client and project relationship in one place. Rather than relying on spreadsheets, shared inboxes or individual sales reps' contact lists, a CRM gives the entire business a single, structured view of every lead, tender opportunity, active client and lapsed account, along with the full history of every interaction, quote, follow-up and outcome associated with each one.
For construction businesses, a CRM does more than store contact details. It manages the full business development lifecycle, from the first enquiry or tender notification through to quote submission, contract award, project delivery and repeat business. In an industry where sales cycles are long, deal values are high and relationships are everything, having a disciplined system for managing pipeline visibility, follow-up cadence and account history is essential.
The most effective CRM implementations for construction businesses are configured around the specific workflows of the industry. That means tracking tender stages and submission deadlines, managing subcontractor and supplier relationships alongside client relationships, integrating with estimating and project management tools, and providing the reporting visibility that principals and business development managers need to forecast revenue and prioritise effort. A generic out-of-the-box CRM configuration built for a retail or SaaS business will rarely map cleanly onto how a construction business actually operates.
When integrated with a company's website, digital advertising and email marketing, a CRM becomes the connective tissue of the entire marketing and sales operation. Every enquiry form submission, every Google Ads click, every email open and every phone call can be tracked back to a contact record, giving the business a clear picture of where its best leads come from, which channels deliver the highest-value projects and where pipeline is leaking between first contact and contract award.
What does construction CRM involve?
Marketing integration
We integrate your email and marketing activity into a single CRM platform – enabling targeted, automated communication with your clients based on where they are in the buying process.
- Email and marketing channels integrated into one centralised platform
- Automated communication triggered by client behaviour and buying intent
- Targeted messaging delivered to the right contact at the right time
- Reduces manual effort while improving lead nurturing and conversion
- business
Customer lifecycle management
From first contact through to conversion and beyond, your CRM keeps a complete record of every client interaction – accessible in one place, at any time.
- Every client interaction logged and stored in a single platform
- Full visibility over each stage of the customer lifecycle
- Quick and easy access to contact history, quotes, and communications
- Supports better decision-making and stronger client relationships
Data analysis and reporting
Your CRM data tells you what's working and what isn't. We help you interpret that data to refine your sales process, improve lead generation, and make smarter business decisions.
- Clear reporting across all client interactions and lead generation activity
- Identifies strengths and gaps in your sales and marketing processes
- Data-driven insights used to improve conversion rates over time
- Regular reporting tailored to the metrics that matter to your business
Workflow optimisation
Whether you're looking to reduce inefficiencies, refine existing processes, or rebuild your operations from the ground up, we guide you through every stage of CRM workflow optimisation.
- Full review of existing workflows and operational structures
- Identifies and eliminates inefficiencies across your business processes
- CRM configured to align with how your construction business operates
- Scalable solutions built to grow alongside your business
Enlist integrated CRM services for accurate revenue attribution
After we create your new, class-leading construction website and promote it using paid media solutions, you may want to consider the efficiency of your business processes. Our expertise in integrating CRM systems like HubSpot and Pipedrive with your website will optimise the end-to-end sales cycle, attributing every lead generated through your online footprint to actual revenue.
Our successful customer case studies
Construction CRM consultancy pricing
| Feature | Foundation | Growth (Most popular) | Enterprise |
|---|---|---|---|
| Best for | Sole traders, subcontractors and small trades businesses building their first serious online presence | Established construction and civil contractors ready to generate consistent qualified leads | Multi-service civil, construction and supply businesses competing for tenders and high-value contracts |
| Starting from | — | HubSpot setup and basic automation included | Full HubSpot implementation, sales pipeline build and team training included |
| Platform | — | HubSpot Professional | HubSpot Enterprise or custom stack |
| Discovery and strategy | — | Half-day discovery session | Multi-session discovery with stakeholders across sales operations and leadership |
| Sales pipeline setup | — | Up to 3 custom pipelines | Unlimited pipelines with multi-team configurations |
| Contact and deal migration | — | Up to 10000 contacts | Unlimited migration with data cleansing |
| Email templates | — | 15 templates | Unlimited templates with personalisation tokens |
| Automation workflows | — | 10 advanced workflows | Unlimited workflows including lead scoring and routing |
| Forms and lead capture | — | 15 forms with conditional logic | Unlimited forms with advanced routing and enrichment |
| Reporting dashboards | — | 5 custom dashboards | Unlimited custom dashboards with executive reporting |
| Team training | — | Half-day team training | Multi-session training programme with ongoing enablement |
| Integration with other tools | — | Up to 3 integrations | Unlimited integrations including custom API connections |
| Ongoing support | — | Monthly account manager support | Dedicated account director with same-day response SLA |
| Call to action | Book a free consultation | Book a free consultation | Book a free consultation |
More ways we help construction businesses grow
Constructiv Digital is an Australian digital marketing agency specialising in construction and civil businesses. We provide SEO, web design, content services, social media advertising, and capability statements built specifically for the construction industry — helping contractors, builders, and civil companies get found on Google, generate consistent project enquiries, and grow their business online.
SEO
SEO builds your visibility in Google's organic results over time. Once you rank, you generate consistent enquiries without paying per click, making it the most cost-effective channel for sustained lead generation.
Best for: Long-term traffic and consistent project enquiries
Google Ads
Google Ads put your business at the top of search results from day one. It's ideal for generating leads quickly, filling gaps in your pipeline, or targeting high-value keywords while your SEO builds momentum.
Best for: Immediate visibility and faster lead generation
Social media
Social media lets you showcase completed projects, build trust with your audience, and stay front of mind with potential clients. It supports your SEO and Google Ads efforts by reinforcing your brand.
Best for: Sharing projects, building credibility, and engaging your audience
Content Services
The content on your website determines whether Google ranks you and whether clients choose you. We write service and location pages, blog content, and trade-specific copy that targets the searches your customers are already making.
Best for: Filling gaps in your service coverage and location targeting on Google
Web Design
A website that ranks but doesn't convert is a wasted opportunity. We build fast-loading, mobile-optimised, construction websites engineered for performance, structured to turn visitors into enquiries from the first click.
Best for: Creating a professional online presence that actively generates leads
Frequently asked questions
What are CRM services?
CRM services provided by a CRM consultancy focus on helping businesses manage their interactions with current and potential customers by leveraging Customer Relationship Management (CRM) technology. These services typically involve evaluating a company's needs, implementing CRM software solutions tailored to those needs, and training staff to use the technology effectively. Expert CRM consultancy services also include ongoing support and optimisation of the CRM system to ensure it adapts to the changing needs of the business and its customers. The aim is to enhance customer satisfaction, improve sales efficiency, and ultimately drive business growth by better managing customer data and interactions.What is the most used CRM in Australia?
In Australia, Salesforce is often cited as one of the most widely used CRM systems due to its versatility and extensive functionality. It caters to a wide range of industries including construction, finance, healthcare, and more, offering tailored solutions through its comprehensive suite of tools. CRM consultancy services often recommend Salesforce for its robust analytics, marketing automation, and customer service capabilities. However, other CRMs like Microsoft Dynamics and HubSpot also have significant market presence and are chosen for their unique strengths in integration capabilities and inbound marketing, respectively. Businesses typically select a CRM based on specific needs, budget, and the scale of their operations, often with guidance from a CRM consultancy.What is a CRM consultant?
A CRM consultant is a professional who specialises in helping businesses implement and optimise Customer Relationship Management (CRM) systems. The role of a CRM consultant involves analysing a company's customer interaction processes, identifying areas for improvement, and recommending solutions that align with business goals. Experienced CRM consultants work closely with clients to tailor CRM systems that facilitate efficient sales management, customer service, and marketing automation, ensuring that the CRM tools are fully integrated into the business processes. They also provide training and support to ensure the CRM system is used to its full potential for maximum return on investment.How much does a CRM consultant cost?
The cost of hiring a CRM consultant can vary widely depending on the scope of the project, the consultant's expertise, and the specific needs of the business. Typically, CRM consultancy rates can range from $100 to $300 per hour. For larger projects, such as implementing a new CRM system across a multinational corporation, consultants might charge upwards of $10,000 to $50,000 for the entire project. Smaller businesses might find more cost-effective solutions through consultants who offer packages that include the basics of CRM setup and training. It’s important for businesses to carefully consider their specific requirements and seek quotes from various CRM consultancy services to find the best match in terms of value and expertise.What is CRM Consulting Services?
CRM consulting services are specialised advisory services that help businesses implement and maximise the utility of Customer Relationship Management (CRM) systems. These services typically encompass a broad range of activities including the initial assessment of a company's needs, selection of appropriate CRM software, customisation of the software to fit specific business processes, and integration with other business systems. Professional CRM consulting services also involve training staff on how to effectively use the CRM system, providing ongoing support and ensuring the CRM adapts to new business challenges and opportunities. The ultimate goal is to enhance business efficiency, improve customer relationships, and drive sales growth by leveraging advanced CRM solutions.Is CRM the same as customer experience?
While CRM (Customer Relationship Management) and customer experience are closely related, they are not the same. CRM typically refers to the technology, strategies and practices used by companies to manage and analyse customer interactions and data throughout the customer lifecycle. The goal is to enhance business relationships, streamline processes and improve profitability. On the other hand, customer experience encompasses the broader journey a customer has with a company, from initial awareness to post-purchase interactions. It involves every touchpoint a customer has with the company. However, effective CRM consulting services can significantly enhance customer experience by providing the tools to better understand and respond to customer needs, preferences and behaviours.What else does Contructiv Digital do?
Constructiv Digital is a full-service digital agency specialising in the construction and civil industries. Beyond website design and development, they offer a range of digital services including search engine optimisation (SEO), Google Ads and paid advertising management, social media marketing, and branding. They also provide ongoing website maintenance and support, helping trade and construction businesses across Australia build a stronger online presence and generate more leads through their digital channels.
